Solving for Yield with the Avantis Barclays Volatility Control Index

Date: Thursday, April 28, 2022
Time: 12:30 – 1:15 PM ET

Many of the indices you see today are built to illustrate well rather than to perform well. DPL, Avantis Investors, Barclays and Security Benefit Life Insurance Company have introduced a new U.S. equity index designed to deliver higher expected returns with lower volatility.

Join this upcoming webinar to learn more about the Avantis Barclays Volatility Control (“VC”) Index, which offers advisors:

  • An accumulation option designed by Eduardo Repetto and Pat Keating of Avantis Investors (formerly of Dimensional Fund Advisors)
  • A first-of-its-kind index created for the RIA market and the Commission-Free fixed index annuity (FIA) structure
  • A unique solution built around an excess return option strategy (reinvested dividends) rather than a price return, which may translate into better interest crediting opportunities within the FIA.

Register now to attend the upcoming webinar and learn more about this new allocation option, available now to DPL Members.

Register Now

Speakers

David Lau

David Lau

Founder & CEO, DPL Financial Partners

David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels. Prior to founding DPL in 2014, David served as COO and architect of Jefferson National, a leading insurance carrier focused on RIAs and fee-based advisors. Earlier in his career, David helped build E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank.

Eduardo Repetto

Eduardo Repetto

CIO, Avantis Investors

Eduardo directs the research, design and implementation of investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients. Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP ("DFA") until 2017.

Marie-Laure Chandumont

Marie-Laure Chandumont

Managing Director & Head of Insurance Solutions, Barclays

Marie-Laure leads Barclays’ annuities team. Her expertise revolves around insurance accounting, regulation and the overall retirement ecosystem. Marie-Laure Chandumont is a Certified Financial Planner™.

“We wanted to build an index that delivers consistent performance and can be used as a replacement for fixed income in a client’s portfolio. We’re delighted Avantis agreed to design this index for the RIA market.”

David Lau, Founder & CEO, DPL Financial Partners

 

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